Senvest Management, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$2.4T
Holdings
42
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSEMTOWER SEMICONDUCTOR LTD | 8,059,407 | $287.4B | 12.02% | |
| 2 | WIXWIX COM LTD | 1,544,140 | $252.3B | 10.55% | |
| 3 | CRTOCRITEO S A | 3,997,268 | $141.5B | 5.92% | |
| 4 | BXPBXP INC | 2,063,225 | $138.6B | 5.80% | |
| 5 | PATHUIPATH INC | 12,096,483 | $124.6B | 5.21% | |
| 6 | AFWALIGN TECHNOLOGY INC | 731,739 | $116.2B | 4.86% | |
| 7 | RHRH | 474,694 | $111.3B | 4.65% | |
| 8 | VACMARRIOTT VACATIONS WORLDWIDE | 1,521,075 | $97.7B | 4.09% | |
| 9 | ILMNILLUMINA INC | 1,151,292 | $91.3B | 3.82% | |
| 10 | RDWRRADWARE LTD | 4,115,597 | $89.0B | 3.72% | |
| 11 | CIENCIENA CORP | 1,472,112 | $89.0B | 3.72% | |
| 12 | PFSIPENNYMAC FINL SVCS INC NEW | 884,929 | $88.6B | 3.70% | |
| 13 | GENIGENIUS SPORTS LIMITED | 7,706,073 | $77.1B | 3.23% | |
| 14 | PINSPINTEREST INC | 2,477,140 | $76.8B | 3.21% | |
| 15 | KRNTKORNIT DIGITAL LTD | 4,022,066 | $76.7B | 3.21% | |
| 16 | OZKBANK OZK LITTLE ROCK ARK | 1,270,875 | $55.2B | 2.31% | |
| 17 | CEVACEVA INC | 1,985,207 | $50.8B | 2.13% | |
| 18 | LCLENDINGCLUB CORP | 4,764,049 | $49.2B | 2.06% | |
| 19 | EPAMEPAM SYS INC | 271,961 | $45.9B | 1.92% | |
| 20 | BILLBILL HOLDINGS INC | 931,496 | $42.7B | 1.79% | |
| 21 | AVDXAVIDXCHANGE HOLDINGS INC | 4,048,665 | $34.3B | 1.44% | |
| 22 | GOGROCERY OUTLET HLDG CORP | 2,245,004 | $31.4B | 1.31% | |
| 23 | VTYVERINT SYS INC | 1,561,643 | $27.9B | 1.17% | |
| 24 | COMPCOMPASS INC | 2,897,511 | $25.3B | 1.06% | |
| 25 | AUDCAUDIOCODES LTD | 2,576,594 | $24.3B | 1.01% | |
| 26 | LOVELOVESAC COMPANY | 1,272,634 | $23.1B | 0.97% | |
| 27 | LASRNLIGHT INC | 2,594,293 | $20.2B | 0.84% | |
| 28 | JBIJANUS INTERNATIONAL GROUP IN | 2,659,176 | $19.1B | 0.80% | |
| 29 | GSATGLOBALSTAR INC | 877,909 | $18.3B | 0.77% | |
| 30 | VRNSVARONIS SYS INC | 289,977 | $11.7B | 0.49% | |
| 31 | AMWLAMERICAN WELL CORP | 1,308,355 | $10.3B | 0.43% | |
| 32 | ACVAACV AUCTIONS INC | 690,000 | $9.7B | 0.41% | |
| 33 | CERSCERUS CORP | 4,405,568 | $6.1B | 0.26% | |
| 34 | UNFIUNITED NAT FOODS INC | 198,791 | $5.4B | 0.23% | |
| 35 | —SATIXFY COMMUNICATIONS LTD | 4,277,958 | $5.1B | 0.21% | |
| 36 | CGNTCOGNYTE SOFTWARE LTD | 546,812 | $4.3B | 0.18% | |
| 37 | MAPSWM TECHNOLOGY INC | 3,196,829 | $3.6B | 0.15% | |
| 38 | EVLVEVOLV TECHNOLOGIES HLDNGS IN | 1,048,180 | $3.3B | 0.14% | |
| 39 | —MARKFORGED HOLDING CORPORATI | 640,819 | $3.0B | 0.13% | |
| 40 | ASTLALGOMA STL GROUP INC | 275,089 | $1.5B | 0.06% | |
| 41 | PACBPACIFIC BIOSCIENCES CALIF IN | 1,093,954 | $1.3B | 0.05% | |
| 42 | RNTXREIN THERAPEUTICS INC | 230,895 | $408.7M | 0.02% |